FULL TERMS AND CONDITIONS
SPREAD BET OFFER
1. Ten qualifying EQUITY trades of minimum notional value of £20,000 per trade.
2. Collins Sarri Statham Investments Ltd reserves the right to refuse the offer to a client if we believe that the spirit of this offer is being abused or irregular trading patterns are observed.
3. Goods will be dispatched by registered post free of charge on completion of 10 qualifying trades.
4. If goods are out of stock on completion of the 10 qualifying trades, they will be dispatched once the new goods arrive.
5. Minimum £10,000 cash deposit in a new spread betting account
6. One iPad mini per account opened.
7. The company reserves the right to restrict, revoke, withdraw or cancel this offer at any time with no advance warning. Notwithstanding this, clients who have completed the 10 qualifying trades shall be entitled to their free iPad mini.
8. The offer applies to Spread Betting accounts only.
9. The offer is not open to clients who have closed such an account in the 120 days preceding a new application or clients subject to a complaint.
10. The terms of this offer and all business transacted with the Company are subject to the laws of England and Wales.
11. This offer applies to new accounts opened on or after 28th November 2012.
12. This offer is not open to Collins Sarri Statham Investments Ltd members of staff or family.
13. Please note that this offer is subject to limited availability of iPad mini.
iPad3 OFFER
1. The client must deposit a minimum £50,000 in cash, stock or both.
2. The client must place at least 10 qualifying trades in UK Equities/CFDs, with minimum trade size of £5,000.
3. The offer is limited to one iPad per applicant.
4. Goods will be dispatched by registered post, free of charge on completion of 10 qualifying trades.
5. If goods are out of stock on completion of the 10 qualifying trades, they will be dispatched once the new goods arrive.
6. This offer applies to new accounts opened on or after 21st May 2013.
7. The offer applies to Advisory accounts only.
8. This offer is not open to Collins Sarri Statham Investments Ltd members of staff.
9. The offer is not open to clients who have closed such an account in the 120 days preceding a new application or clients subject to a complaint.
10. Collins Sarri Statham Investments Ltd reserves the right to refuse the offer to a client if we believe that the spirit of this offer is being abused or irregular trading patterns are observed.
11. The company reserves the right to restrict, revoke, withdraw or cancel this offer at any time with no advance warning. Notwithstanding this, clients who have completed the 10 qualifying trades shall be entitled to their free iPad.
12. The terms of this offer and all business transacted with the Company are subject to the laws of England and Wales.
13. Please note that this offer is subject to limited availability of iPad3.
REFERRAL OFFER
1. The introduced client must deposit at least £10,000 in cash or stock equivalent.
2. The introduced client must place at least 10 qualifying trades in UK Equities/CFDs/Indices.
3. £250 will be credited to your account after the introduced client places a minimum of 10 qualifying trades.
4. The offer is limited to one account per applicant.
5. The offer is limited to one £250 credit per introduced qualifying client.
6. This offer applies to new accounts introduced on or after August 31st 2010.
7. This offer is not open to Collins Sarri Statham Investments Ltd members of staff.
8. The offer is not open to customers who have closed such an account in the 120 days preceding a new application or subject to a complaint.
9. Collins Sarri Statham Investments Ltd reserves the right to refuse payment of £250 to a client if we believe that the spirit of this offer is being abused or irregular trading patterns are observed.
10. The company reserves the right to restrict, revoke, withdraw or cancel this offer at any time with no advance warning.
11. The terms of this offer and all business transacted with the Company are subject to the laws of England and Wales.
12. To qualify, you need to make reference to this offer when you apply to open a new account.
13. The offer only applies to Advisory accounts.
14. The introducer must hold an account with Collins Sarri Statham Investments.
NEW CLIENT CASH BACK OFFER
How to qualify:
• Fund your new Advisory account with <£100,000 equivalent of cash, stock or a combination and receive £250 cash back. To qualify you need to complete 3 CFD trades or 2 Share trades, with a minimum trade size of £10k per trade.
• Fund your new Advisory account with >£100,000 equivalent of cash, stock or a combination and receive £500 cash back. To qualify you need to complete 6 CFD trades or 4 Share trades, with a minimum trade size of £10k per trade.
• Fund your new Advisory account with £500,000 + equivalent of cash, stock or a combination and receive £1500 cash back. To qualify you need to complete 25 CFD trades or 15 Share trades, with a minimum trade size of £10k per trade.
• Commission charges: Minimum – CFDS 30 bps/Shares 75 bps + £10 Compliance charge per trade.
How to Claim:
Once you have placed the required number of qualifying trades and fulfilled the terms of this offer you need to inform your Broker. If the terms have been fulfilled Collins Sarri Statham Investments Ltd will credit your account as outlined below.
This offer is only available to new Advisory accounts opened on or after 19th July 2011. The offer is limited to one new account per client. Unless otherwise stated, clients reopening Collins Sarri Statham Investments Ltd accounts do not qualify for the offer. Collins Sarri Statham Investments Ltd reserves the right to exercise its sole discretion as to whether or not to open account facilities for any prospective client. This offer cannot be used in conjunction with any other Collins Sarri Statham Investments Ltd offer and will expire if the required number of qualifying trades has not been placed within six months of opening an account. Collins Sarri Statham Investments Ltd reserves the right to amend, withdraw, restrict or close this offer at any time without notice. Collins Sarri Statham Investments Ltd reserves the right to withhold this offer when it has reasonable belief that the offer is being abused in any way. To qualify to receive a contribution from Collins Sarri Statham Investments Ltd to pay towards your stock transfer fees, you must keep your account open and funded for twelve months. The contribution only applies to the fees you incur as a result of transferring stock on to your account when the account is first opened and will not apply to fees charged to transfer the stock from your account at a later date after the account is opened. A maximum of £100 will be paid per account.
CFD COMMISSION REFUND OFFER
1. Any existing client of Collins Sarri Statham Investments Limited (“the Company“) who is registered at the Company as a client before 21st March 2012, shall not be eligible for this offer (“Non Eligible Clients”). Non Eligible Clients may become Eligible Clients if, they introduce a non-existing client to the Company who becomes a client of the Company from and including 21st March 2012. The Company reserves the right to refuse registration of any person, company or other entity as a client of the Company. The term “Eligible Client” shall be a client who is eligible for this offer pursuant to this paragraph 1.
2. Commissions will only be refunded on trades that have been closed out at a loss to the Client according to the Saxo platform (“Loss“).
3. This offer shall only be valid for the first ten (10) open and closing trades made by a Client.
4. A Client must deposit £10,000 in stock or cash with the Company before any subsequent trades can qualify for a commission refund.
5. Where a trade qualifies for a commission refund under these Terms and Conditions, the Client shall be refunded the buying and selling commission excluding the £12.50 compliance fee charged per opening and per closing trade.
6. This offer only applies to CFD trades on UK shares or Indices.
7. Notwithstanding the remaining paragraphs in these Terms and Conditions, a maximum of £1000 may be refunded to each Client in respect of one or more trades.
8. To qualify for a commission refund, an Eligible Client must buy and sell when advised to do so by the Company and must buy the product the Company advises to buy. That trade must then make a Loss.
9. This offer is only valid on qualifying trades made from and including 21st March 2012.
10. The Company reserves the right to withdraw or cancel this offer at any time with no advance warning.
11. The Company is authorised and regulated by the Financial Conduct Authority. All business transacted with the Company is subject to the Financial Services and Markets Act 2000.
12. The terms of this offer and all business transacted with the Company are subject to the laws of England and Wales.
Please note that any performance figures / data / results / projections / graphs shown do NOT take into account any reduction in value of the investment (s) resulting from the remuneration* received by CSS or charges such as Stamp Duty (i.e. a ‘gross basis’). CSS believe this approach gives continuity with how we have shown such information during 2012 and reduces the possibility of clients finding comparisons of 2012 & 2013 data to be misleading or confusing, which could be the case if in 2013 CSS changed to showing such information on a ‘net basis’.
*remuneration covers any fees, commission, charges received by CSS.